How to Select Investment Managers and Evaluate Performance: A Guide for Pension Funds, Endowments, Foundations, and Trusts

Overview

How To Select Investment Managers & Evaluate Performance

The key to successful investment management is to select investment professionals who can best meet clients' investment goals, objectives, and needs.

How to Select Investment Managers & Evaluate Performance provides those who are responsible for the investment performance of their institution's funds—including pension plan trustees, endowment fund board members, and investment ...

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Overview

How To Select Investment Managers & Evaluate Performance

The key to successful investment management is to select investment professionals who can best meet clients' investment goals, objectives, and needs.

How to Select Investment Managers & Evaluate Performance provides those who are responsible for the investment performance of their institution's funds—including pension plan trustees, endowment fund board members, and investment committee board members—with the essential knowledge and skill set required to properly select investment managers and to evaluate their performance in a systematic manner.

This book describes cutting-edge techniques used to evaluate the performance of investment funds and their managers and provides valuable insight into the roles and responsibilities—in light of the Sarbanes-Oxley Act of 2002—of those charged with this oversight. In a clear and understandable fashion, the authors offer key advice on such topics as establishing investment policy statements, alternative investments, investment approaches and styles, return-risk measurements, how overall portfolio performance is evaluated, how to conduct a search for investment managers, and much more.

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Product Details

  • ISBN-13: 9780470042557
  • Publisher: Wiley
  • Publication date: 10/5/2007
  • Series: Frank J. Fabozzi Series , #147
  • Edition number: 1
  • Pages: 260
  • Product dimensions: 6.34 (w) x 9.29 (h) x 1.09 (d)

Meet the Author

G. Timothy Haight, DBA, is the President of Menlo College, Chairman of the Board of Commonwealth Business Bank, and a member of the Board of Advisors of St. Cloud Capital Partners, LLC. He also serves as a member of Southern California Edison's Nuclear Power Decommissioning Fund Committee. Dr. Haight earned a Doctorate in Business Administration (DBA) with a major in business finance and investments from George Washington University. He received his MBA and BS degrees from the University of Dayton.

Dr. Stephen O. Morrell is Professor of Economics and Finance in the Andreas School of Business of Barry University. He has been a visiting professor at the Monterey Institute of Technology and the Georg-Simon-Ohm University in Nuremberg, Germany. Dr. Morrell also serves as a consultant specializing in portfolio strategies for endowment funds, and has served as senior vice president and chief economist for Southeast Banking Corporation; as a financial economist for the Federal Reserve System; and as chairman of the Board of Directors of First State Bank of Ft. Lauderdale, Florida. Dr. Morrell received his BS degree from Virginia Commonwealth University, and his MA and PhD degrees in economics from Virginia Polytechnic Institute.

Glenn E. Ross serves as a member of Towson University's College of Business and Economics Board, and its Alumni Board, and has been an adjunct professor in Towson University's Finance Department. Mr. Ross is President of the Board of Directors of the Albert P. Close Foundation and is a member of the Board of Directors of the Upper Chesapeake Health System Foundation. Mr. Ross earned his undergraduate degree from Towson University and his MBA at Loyola College in Baltimore. Mr. Ross is a Registered Investment Advisor Representative with the SEC.

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Table of Contents

Preface.

About the Authors.

Chapter 1. Investment Sponsors.

Chapter 2. Investment Policy Statement.

Chapter 3. Investment Overview.

Chapter 4. Alternative Investment Vehicles.

Chapter 5. Return Measures and Reporting Techniques.

Chapter 6. Return-Risk Measurement.

Chapter 7. Portfolio Performance Evaluation.

Chapter 8. Equity Performance Evaluation.

Chapter 9. Fixed Income Performance Evaluation.

Chapter 10. Investment Companies as Investment Vehicles.

Chapter 11. Investment Manager Search Process.

Chapter 12. Conducting Investment Committee Meetings.

Index.

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